JPEF vs NUDG
JPMorgan Equity Focus ETF vs Nuveen Dividend Growth Fund ETF
Which is better, JPEF or NUDG?
NUDG has been ahead.
JPEF has a lower expense ratio. NUDG led over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | JPEF | NUDG |
|---|---|---|
| Expense Ratio | 0.44%Best | 0.61% |
| AUM | $2.0B | $5.7B |
| Dividend Yield | 0.65% | 0.48% |
| Holdings | 83 | 43 |
| YTD Return | +8.63%Best | +5.01% |
| 1Y Return | +8.21% | - |
| 3Y Return (annualized) | +19.03% | - |
| Fund Family | J.P. Morgan Asset Management | Nuveen |
| Category | Equity | Equity |
| Style | Large Cap Blend | Large Cap Blend |
| Inception | Mar 10, 2023 | Jun 2, 2026 |
Not shown on this pair: 5Y Return (annualized), Volatility (annualized), Max Drawdown, $10,000 over the window, Top 10 Weight.
JPEF vs NUDG growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
JPEF vs NUDG Performance
JPMorgan Equity Focus ETF (JPEF) is an ETF from J.P. Morgan Asset Management and Nuveen Dividend Growth Fund ETF (NUDG) is an ETF from Nuveen. Year to date, JPEF is up 8.63% versus a gain of 5.01% for NUDG.
Past performance does not guarantee future results.
Fees and Cost Over Time
JPEF charges 0.44% per year while NUDG charges 0.61%. On a $10,000 position that is $44 vs $61 annually, a gap of $17 per year that compounds over a long holding period. On income, JPEF currently yields 0.65% against 0.48% for NUDG.
Holdings Overlap
At least 30.7% of JPEF's money is in holdings NUDG also owns.
Stated as a floor: for NUDG, our book for it covers 94.3% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
The two portfolios partly overlap.
10 positions in common, counted across the 41 positions we hold weights for in JPEF and 41 in NUDG, against full books of 83 and 43.
Top Shared Holdings
| Stock | Weight in JPEF | Weight in NUDG | Difference |
|---|---|---|---|
| MSFTMicrosoft Corp | 5.05% | 7.58% | 2.53% |
| AAPLApple Inc | 5.69% | 6.53% | 0.84% |
| GOOGAlphabet Inc. C | 6.33% | 3.63% | 2.70% |
| AVGOBroadcom Inc | 2.80% | 4.72% | 1.92% |
| ADIAnalog Devices | 3.08% | 1.90% | 1.18% |
| XOMExxonmobil Corp. | 2.56% | 2.00% | 0.56% |
| NEENextera Energy Inc | 2.19% | 2.20% | 0.01% |
| MCDMcdonald'S Corp | 1.23% | 1.42% | 0.19% |
| LOWLowes Cos., Inc. | 1.14% | 1.08% | 0.06% |
| BKNGBooking Holdings, Inc. | 0.63% | 1.52% | 0.89% |
30.7% of JPEF is already inside NUDG.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, JPEF or NUDG?
JPEF has an expense ratio of 0.44% while NUDG charges 0.61%. JPEF is the cheaper option, by $17 a year on a $10,000 investment.
What is the holdings overlap between JPEF and NUDG?
At least 30.7% of JPEF's money is in holdings NUDG also owns. Our book for NUDG is partial, so the real figure is this or higher. They hold 10 positions in common, counted across the 41 positions we hold weights for in JPEF and 41 in NUDG.
Which pays a higher dividend, JPEF or NUDG?
JPEF yields 0.65% while NUDG yields 0.48%, so JPEF currently pays the higher dividend yield.
Is NUDG better than JPEF?
JPEF has a lower expense ratio. NUDG led over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.